Ishares Tr core div grwth shares owned by Legacy Wealth Planning
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Legacy Wealth Planning
from 13F filings
Historical chart of Legacy Wealth Planning investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $694k | 16k | 44.49 |
| 2022-06-30 | $768k | 16k | 47.62 |
| 2022-03-31 | $853k | 16k | 53.39 |
| 2021-12-31 | $617k | 11k | 55.57 |
| 2021-09-30 | $601k | 12k | 52.33 |
| 2021-06-30 | $602k | 12k | 50.32 |
| 2021-03-31 | $577k | 12k | 48.23 |
| 2020-12-31 | $523k | 12k | 44.84 |
| 2020-09-30 | $604k | 15k | 39.81 |
| 2020-06-30 | $611k | 16k | 37.60 |
| 2020-03-31 | $744k | 23k | 32.59 |
| 2019-12-31 | $2.4M | 57k | 42.08 |